A••••• W• O••••

Advisor at 1• F••••••••

Gretna, VA

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 1• F••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 10, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
1• F••••••••	Former SEC adviser	Jan 29, 2025	n/a	yes	Gretna, VA	Current employment
1• F••••••••	Former SEC adviser	Mar 18, 2024	Dec 31, 2024	no	Gretna, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	1• F••••••••	Mar 18, 2024	Mar 18, 2024	0	Firm change	Other
O•••• I••••••••• I•••	C•••••••	Jul 19, 2019	Oct 30, 2019

Relationships

Registered with (7)

→ 1• F••••••••Registered adviserregistration: previous registration
Mar 18, 2024 to Dec 31, 2024factForm ADV
→ C•••••••Registered adviserregistration: previous registration
Oct 30, 2019 to Mar 18, 2024factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Oct 25, 2017 to Jul 19, 2019factForm ADV
→ S••••••••• A•••••• A•••••••• I•••

Dated events

Order

Occurred
18 Mar 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 17, 2012
Last observed: Sep 14, 2026 10 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.